SSRS Reports using RDB class in Dynamic AX (Step wise explanation of Reports Generation)

Hi,

              I am excited to share this new source of data[RDP] for the dataset..We all know in the older version, for a dataset we had only Query and Business logic as a dataset source in SSRS reports. Now in the current version, we have actually 4 options : Query, Business Logic, Report data provider and AX Enum provider.

Today, I will be covering the Report data provider. An RDP class is an X++ class that is used to access and process data for a Reporting Services report. An RDP class is an appropriate data source type when the following conditions are met.

hmmmm.. confused..let me explain with an example. It will be all clear soon 

First things first: The following elements are required to set RDP as your data source type.

step 1: Query
step 2: Temporary table – RDP class fills a temporary table with data that will be used by Reporting Services to display the report.
[msdn help]
step 3:Data contract class – To define the parameters in the report.

step 4:Report data provider class – processes business logic based on parameters and a query, and then returns the tables as a dataset for the report. [msdn help]

/*********************************************************************/

Let me explain all the steps mentioned above with an example
For step 1: Create a new query by name DNSalesInvoiceQry and add the datasource as 

Next step 2: Let us create a new temp table by name DNSalesInvoiceTmp and add fields as shown below. Ensure that you set the Table type propert as TempDB or InMemory

Use an InMemory temporary table if the dataset is small, for reports that will display fewer than 1000 records.

Use a TempDB temporary table for large datasets to improve performance.

Step 3: Now we need to Data Contract class – which will help to define parameters in the report.

Create a new class by name "DNSalesInvoiceContract" and add a SalesId global variable as shown below 

class DNSalesInvoiceContract
{
    SalesId salesId;
}

______________________________________________
Add one more parm method to it as shown below 

[
    DataMemberAttribute("SalesId")
]
public SalesId parmSalesId(SalesId _SalesId = salesId)
{
    SalesId = _SalesId;
    return salesId;
}

________________________________________________

Step 4:
DP class follows..

/// <summary>
///    Declares variables and tables for the <c>AssetBookCompare</c> report.
/// </summary>
[
    SRSReportQueryAttribute(querystr(DNSalesInvoiceQry)),
    SRSReportParameterAttribute(classstr(DNSalesInvoiceContract))
]
public class DNSalesInvoiceDP extends SRSReportDataProviderBase
{
     DNSalesInvoiceTmp DNSalesInvoiceTmp;
    SalesId           SalesId;

 }
___________________________________________________________________
private Query buildQuery(    Query                   _query,
                             SalesId                _SalesId)
    {
    if(_SalesId)
        _query.dataSourceTable(tablenum(SalesTable),1).addRange(fieldnum(SalesTable, SalesId)).value(_SalesId);

        return _query;

    }
__________________________________________________________________
private void getReportParameters()
{
    DNSalesInvoiceContract SalesInvoiceContract = this.parmDataContract();
    SalesId         = SalesInvoiceContract.parmSalesId();

}
_____________________________________________________________________
// <summary>
/// Executes temporary table.
/// </summary>
/// <returns>
/// The temporary table <c>LedgerJournalTmp</c>.
/// </returns>
[
    SrsReportDataSetAttribute(tablestr(DNSalesInvoiceTmp))
]
public DNSalesInvoiceTmp getTempData()
{
    select DNSalesInvoiceTmp;
    return DNSalesInvoiceTmp;

}
_____________________________________________________________________
private void insertTempData(SalesTable _SalesTable,SalesLine _SalesLine,CustInvoiceJour _CustInvoiceJour)
{
    SalesLine   SalesLineloc;
     int m;

    DNSalesInvoiceTmp.SalesId           = _SalesTable.SalesId;

    DNSalesInvoiceTmp.CustAccount       = _SalesTable.CustAccount;
    DNSalesInvoiceTmp.InventLocationId  = _SalesTable.InventLocationId;
    DNSalesInvoiceTmp.SalesOrderDate    = _SalesTable.createDate();
    DNSalesInvoiceTmp.CurrencyCode    = _SalesTable.CurrencyCode;
    DNSalesInvoiceTmp.WorkerSalesResponsible    = _SalesTable.WorkerSalesResponsible;
    DNSalesInvoiceTmp.InvoiceDate    = _CustInvoiceJour.InvoiceDate;
    DNSalesInvoiceTmp.InvoiceId    = _CustInvoiceJour.InvoiceId;
    DNSalesInvoiceTmp.ItemId    = _SalesLine.ItemId;
    DNSalesInvoiceTmp.SalesQty    = _SalesLine.SalesQty;
    DNSalesInvoiceTmp.SalesPrice    = _SalesLine.SalesPrice;
    DNSalesInvoiceTmp.LineAmount    = _SalesLine.LineAmount;
    DNSalesInvoiceTmp.Logo          =  Companyimage::findByRecord(CompanyInfo::find()).Image;
    DNSalesInvoiceTmp.Warehouse     =   InventLocation::find(DNSalesInvoiceTmp.InventLocationId).Name;
    DNSalesInvoiceTmp.SalesResponsibleID = Hcmworker::find(DNSalesInvoiceTmp.WorkerSalesResponsible).PersonnelNumber;
    DNSalesInvoiceTmp.SalesResponsibleName = Hcmworker::find(DNSalesInvoiceTmp.WorkerSalesResponsible).name();
    DNSalesInvoiceTmp.ItemName  =   InventTable::find(DNSalesInvoiceTmp.ItemId).itemName();
    DNSalesInvoiceTmp.CustName  =   CustTable::find(DNSalesInvoiceTmp.CustAccount).name();
    DNSalesInvoiceTmp.CustAddress   =   CustTable::find(DNSalesInvoiceTmp.CustAccount).address();
    DNSalesInvoiceTmp.AddressCity   = Dirparty::primaryPOstalAddress(CustTable::find(DNSalesInvoiceTmp.CustAccount).Party).City;
    select sum(LineAmount) from SalesLineloc where SalesLineloc.SalesId == _SalesTable.SalesId;

    m = strLen(numeralsToTxt_in(SalesLineloc.LineAmount));
        //strDel(numeralsToTxt_in(_SalesLine.LineAmount), m -5, m) +" "+ CompanyInfo::standardCurrency();
    DNSalesInvoiceTmp.StrLineAmount = strDel(numeralsToTxt_in(SalesLineloc.LineAmount), m -5, m) +" " + CompanyInfo::standardCurrency();
    DNSalesInvoiceTmp.insert();


}
__________________________________________________________________
[
    SysEntryPointAttribute(false)
]
public void processReport()
{
    SalesTable  SalesTable;
    SalesLine   SalesLine;
    CustInvoiceJour CustInvoiceJour;
    DNSalesInvoiceContract contract;
    QueryRun queryRun;
     this.getReportParameters();
    queryRun = new QueryRun(this.buildQuery(this.parmQuery(),SalesId));
     while (queryRun.next())
    {
        SalesTable = queryRun.get(tableNum(SalesTable)) as SalesTable;
        SalesLine = queryRun.get(tableNum(SalesLine))as SalesLine;
        CustInvoiceJour = queryRun.get(tableNum(CustInvoiceJour))as CustInvoiceJour;
        this.insertTempData(SalesTable, SalesLine, CustInvoiceJour);
     }

}

Open visual studio. Click on File >> New project and follow the below process. 

Now add a new report to the report model by right clicking and selecting new report as shown below 

Rename the report to "SR_CustTableRDPReport" as shown below by going to the properties of the report

 

Now the next thing what we have to do [the most awaited...] is to create a dataset for this report.

Right click on the DataSet and add new dataset as shown below. Rename it to CustomerDataSet as shown below 














Go to its properties and rename it to "CustomerDataSet" 

Now the real trick, we have a datasource type property on the dataset properties. Select report data 
provider as the datasource type as show below. 

Select the query property and Click on the ellipsis (…) button to selct the RDP class which you have created in the step 4 as shown below 

This will come up with all the RDP classes available in AX. Select SR_CustTableRDP Class and click on next button to select the fields from the tmpTable to shown it on the report. 

Follow the below screen shot to select the fields and click on Ok button 

wonderful..we are done with dataset..Only few steps now..Now we need to create design. Drag and drop this CustomerDataSet to Designs node. It will automatically create the Autodesign1 as shown below 

Few more properties for good look and feel of reports : Right click on the Autodesign1 and set the
LayOutTemplate as ReportLayoutStyleTemplate as shown below

Then set the style template as TableStyleTemplate as shown below 

Also, since I dont have data in default DAT Company, I would like to use company parameter as well. so I am unhiding the company parameter to select the company parameter along with the Account number [step 3 parameter]

To do this, follow me and change the hidden property to visible as shown below for company parameter 





Thats it..Now let us run this report.

Right click on the Autodesign1 and select option Preview and select the parameters as shown below 

Select the report Tab to view the report. It will take some time to render data.

Here comes the final data on the report – from the RDP class by inserting in to temporary table and showing the same on to report.

hmmmm.. I am done..Hope you understood how RDP classes will help to render the data on to report by using the temporary table concept and Data contract classes. In my last post I have explained how to add this report to the AX menu item.. Follow the same process and check the report by opening from within AX.That’s it for now..